-26.7%
ZTS vs MDB
-8.5%
-18.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.1% | +9.6% | +7.4% |
| 7D | +15.4% | -16.5% | +32.0% | +15.0% |
| 30D | +25.8% | -8.6% | +34.3% | +25.4% |
| 3M | +18.1% | -13.6% | +31.7% | +18.3% |
| 6M | -19.7% | +24.1% | -43.8% | -18.1% |
| YTD | -27.5% | -21.8% | -5.8% | -26.0% |
| 1Y | -26.7% | -7.7% | -19.0% | -24.0% |
| All | -26.7% | -8.5% | -18.2% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling